Have you heard the news? Allan Cohen, CFP®, and CEO of B&C Financial Advisors was ranked North Florida’s #30 top wealth advisor according to Forbes’ Best-In-State Wealth Advisors list. Over 3,000 advisors across the country were chosen for this list out of almost 30,000 nominees. Forbes looks at a number of requirements to compile their list, including industry experience, assets under management, compliance records, and using “best practices” both within their practices and with clients.
Allan adds, “I’m honored to have been chosen by Forbes and to know that the investment model, which focuses on stocks and bonds and not commercial products, that we developed has been such a success for our clients. I have worked with our clients for many years both as their CPA and then as their Investment Advisor, and they have placed an enormous amount of trust and confidence in me. It’s very rewarding to be recognized for all those years of service and to know that Forbes has included all financial firms in their study, not just the national wire houses.” Click the link below to see Allan’s ranking on Forbes’ website!